The Relationship Management team at Ultimus Fund Solutions is dedicated to maintaining and enhancing client relationships, serving as trusted advisors to investment funds and accounts. They leverage deep industry knowledge and leading technology to ensure superior client experiences across various fund types including mutual funds, private equity, hedge funds, and public plans. The team is responsible for understanding and addressing client needs, fostering long-term partnerships, and ensuring client satisfaction through comprehensive service offerings such as fund administration, accounting, compliance, and investor servicing.
Aimee Smith
Senior Human Resources Busines...
Brian Lutes
Svp, Relationship Management
Gail Zess
Vp, Relationship Management
Jessica Chase
Svp, Relationship Management
Joel Lieb
Svp, Relationship Management
Jordan Fletcher
Vp, Relationship Management
Katie Yockey
Institutional Sales And Client...
Kelly Ramsey Gooch
Evp, Client Relationship Offic...
Keri Reed
Vp, Relationship Management
Lori Shupak
Svp, Relationship Management
Sal Scotto
Svp, Relationship Management
Shannon Thibeaux - B...
Svp, Relationship Management
Todd Heim
Svp, Relationship Management P...
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